BETA

SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-01
IRS object ID
201901219349100320
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-01T11:37:16-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043403268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Cody Cody & McCarthy LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Pine Hill Drive Suite 501AddressLine1Txt
CityQuincyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461192399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUZANNE BENNETT CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSUZABusinessNameControlTxt
Phone6174725151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CodyCodyMcCarthy1 Pine HillAddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL T CODYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael T CodyPreparerPersonNm
PTINP01300962PTIN
Phone6174725151PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$696,393FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,770DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,770DividendsNetInvstIncmAmt
Dividends Adj Net Incm$23,770DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$553,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$495CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,373NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$24,265TotalRevAndExpnssAmt
Total Net Invst Incm$24,265TotalNetInvstIncmAmt
Total Adj Net Incm$26,143TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$14,079LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,559LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$10,492OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,492OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$379TaxesRevAndExpnssAmt
Taxes Net Invst Incm$379TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$19OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$36,969TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,430TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,379ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,379ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,348TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,430TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,379TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,083ExcessRevenueOverExpensesAmt
Net Investment Income$2,835NetInvestmentIncomeAmt
Adjusted Net Income$26,143AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,993CashBOYAmt
Cash EOY$47,014CashEOYAmt
Cash EOYFMV$47,256CashEOYFMVAmt
Other Investments BOY$691,966OtherInvestmentsBOYAmt
Other Investments EOY$623,886OtherInvestmentsEOYAmt
Other Investments EOYFMV$649,137OtherInvestmentsEOYFMVAmt
Total Assets BOY$736,959TotalAssetsBOYAmt
Total Assets EOY$670,900TotalAssetsEOYAmt
Total Assets EOYFMV$696,393TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$736,959UnrestrictedBOYAmt
Unrestricted EOY$670,900UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$736,959TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$670,900TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$736,959TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$670,900TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$736,959TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,083ExcessRevenueOverExpensesAmt
Other Increases$90OtherIncreasesAmt
Subtotal$670,966SubtotalAmt
Other Decreases$66OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$670,900TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB #4V 6927-7709 S/TP2018-01-012018-12-31$208,261$205,888$2,373$2,373
Schwab #4V 6927-7709 L/TP2017-01-012018-12-31$340,417$346,770-$6,353-$6,353
Capital Gain Dividends$4,475
FieldValueIRS element (for citing)
Capital Gain Net Income$495CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,373NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,111AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$743,257NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04724DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,466AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$750,505NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04859DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,742AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$783,593NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05455DistributionYr3Rt
Adjusted Qlfy Distri Yr4$34,140AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$794,325NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04298DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,928AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$692,894NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00567DistributionYr5Rt
Total Distribution0.199023TotalDistributionRt
Average Distribution0.039805AverageDistributionRt
Net Vl Noncharitable Assets$713,910NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$28,417AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$28NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28,445AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,379QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$28InvestmentIncomeExciseTaxAmt
Subtotal$28SubtotalAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Tax Due$28TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CO Cody Cody & McCarthy LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174725151PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PINE HILL DRIVE SUITE 501AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169President1.00$0
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Treasurer1.00$0
JAMIE NADEAU CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Clerk1.00$0
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Director1.00$3,000
JAMIE NADEAU CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Director1.00$3,000
JANET DRISCOLL
128 South Pickens StreetLakevilleMA02347Director1.00$3,000
PATRICK DONOVAN
16 Rebecca RoadAssonetMA02702Director1.00$3,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$691,127AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,655AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$724,782TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$724,782AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$713,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Total Tax$28TotalTaxAmt
Distributable Before Adj$35,668DistributableBeforeAdjAmt
Distributable Before Ded$35,668DistributableBeforeDedAmt
Distributable As Adjusted$35,668DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,379ExpensesAndContributionsAmt
Qualifying Distributions$53,379QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$28PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,351AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,668DistributableAsAdjustedAmt
Undistributed Income PY$36,863UndistributedIncomePYAmt
Qualifying Distributions$53,379QualifyingDistributionsAmt
Applied To Year1$36,863AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,516AppliedToCurrentYearAmt
Undistributed Income CY$19,152UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EASTER SEALS
484 Main Street 600WorcesterMA01608NONEGeneral use$1,000
PWSA
8588 Potter Park Dr Suite 500SarasotaFL34238NONEGeneral use$2,500
ERIC C JOHNSON MEMORIAL SCHOL
89 Dr Braley RoadEast FreetownMA02717NONEGeneral Use$2,500
HOME FOR OUR TROOPS
6 MAIN STREETTAUNTONMA02780NONEGENERAL USE$5,000
AMERICAN VET DOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY11787NONEGENERAL USE$2,500
MY BROTHERS KEEPER
PO BOX 338EASTONMA02356NONEGENERAL USE$5,000
PLAYWORKS
67 KEMBLE STREET SUITE 3BOSTONMA02119NONEGENERAL USE$5,000
LLOYDS CENTER
430 POTOMSKA ROADDARTMOUTHMA02748NONEGENERAL USE$2,500
BOYS GIRLS CLUB
31 COURT STREETTAUNTONMA02780NONEGENERAL USE$5,000
STONEHILL COLLEGE-JC NOBLIN SCHOL
320 WASHINGTON STREETEASTONMA02357NONEGENERAL USE$1,000
4 PAWS FOR ABILITY
253 DAYTON AVEXENIAOH45385NONEGENERAL USE$2,500
WOUNDED WARRIOR PROJECT
4899 BELFORT ROADJACKSONVILLEFL32256NONEGENERAL USE$2,500
APPONEQUET REGIONAL HS
100 HOWLAND ROADLAKEVILLEMA02347NONEPURCHASE OF SOUND EQUIPMENT$15,379
CYSTIC FIBROSIS
4550 MONTGOMERY AVE SUITE 1100NBETHESDAMD20814NONEGENERAL USE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,379TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$23,770ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$4,475ExclusionAmt
Related Or Exempt Function Incm-$3,980RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,245ExclusionAmt
Related Or Exempt Function Incm-$3,980RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,265TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$14,079LegalFeesAmt
Net Investment Income$10,559NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Change to Cost Basis by Schwab$22
Dividend difference 2018/2019$44

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCommonwealth of Mass - Annual Report FeeDesc
Revenue And Expenses Per Books$19RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFOREIGN TAX WITHELD IN 2019 FOR 2018Desc
Amt$90Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHWABCategoryTxt
Amt$10,492Amt
Net Investment Income$10,492NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal$254$254
FOREIGN INCOME TAX$90$90
State Form PC$35$35

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.